Kotak Consumption Fund vs HSBC Consumption Fund compare
Kotak Consumption Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1231 Cr | ₹1480 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | % | % |
Expense Ratio | 2.12 | 2.08 |
Manager | Abhishek Bisen | Gautam Bhupal |
ISIN Code | INF174KA1PM5 | INF336L01RC6 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | -4.96% | -4.36% |
6 Month | -10.33% | -8.66% |
1 Year | 14.65% | 9.16% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | -2.44% | -6.5% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 28.26% | 38.35% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Abhishek Bisen | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Fund Manage | 33 | 13 |
Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 1.54 | 4.23 |
Small Cap | 27.35 | 34.11 |
Large Cap | 44.65 | 43.31 |
Mid Cap | 26.46 | 18.35 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 1.54 | 4.23 |
Consumer Staples | 35.85 | 21.39 |
Healthcare | 5.97 | 6.32 |
Automobile | 21.45 | 6.13 |
Services | 13.07 | 22.91 |
Consumer Discretionary | 4.66 | 13.36 |
Communication | 9.4 | 5.96 |
Capital Goods | 2.4 | 5.9 |
Materials | 4.83 | 0.99 |
Construction | 0.83 | 6.09 |
Financial | - | 2.93 |
Textiles | - | 3.79 |
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